Congress Wealth Management LLC Portfolio Holdings

Congress Wealth Management LLC

  • $6.94 Billion
  • Q4 2024

Congress Wealth Management LLC has filed its 13F form on February 11, 2025 for Q4 2024 where it was disclosed a total value porftolio of $6.94 Billion distributed in 871 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Technology Sector Spdr with a value of $231M, Apple Inc. with a value of $199M, Financial Sector Spdr with a value of $139M, Microsoft Corp with a value of $126M, and Invesco S&P 500 Equal Weight E with a value of $118M.

Examining the 13F form we can see an decrease of $264M in the current position value, from $7.2B to 6.94B.

Congress Wealth Management LLC is based out at Boston, MA

Below you can find more details about Congress Wealth Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $6.94 Billion
ETFs: $3.16 Billion
Technology: $1.08 Billion
Financial Services: $478 Million
Industrials: $474 Million
Healthcare: $464 Million
Consumer Cyclical: $369 Million
Consumer Defensive: $304 Million
Communication Services: $244 Million
Other: $365 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$177B
$2.83 Million 0.04% of portfolio
14,518
Q4 2024 Reduced 6.81%
$0
$3.06 Million 0.04% of portfolio
44,362
Q4 2024 Added 0.13%
$0
$2.74 Million 0.04% of portfolio
38,076
Q4 2024 Reduced 7.51%
$30.2B
$2.46 Million 0.04% of portfolio
58,296
Q4 2024 Reduced 16.98%
$0
$2.8 Million 0.04% of portfolio
64,386
Q4 2024 Reduced 0.07%
$10.2B
$2.84 Million 0.04% of portfolio
79,037
Q4 2024 Added 6.98%
$0
$2.85 Million 0.04% of portfolio
100,446
Q4 2024 Added 981.11%
$54B
$2.46 Million 0.04% of portfolio
69,074
Q4 2024 Reduced 48.99%
$0
$3.09 Million 0.04% of portfolio
62,429
Q4 2024 Added 3.29%
$0
$2.79 Million 0.04% of portfolio
17,988
Q4 2024 Reduced 6.89%
$53.1B
$2.64 Million 0.04% of portfolio
18,832
Q4 2024 Added 9.08%
$0
$3.04 Million 0.04% of portfolio
28,543
Q4 2024 Added 13.36%
$0
$2.88 Million 0.04% of portfolio
27,000
Q4 2023 Reduced 3.37%
$79.3B
$3.11 Million 0.04% of portfolio
12,246
Q4 2024 Reduced 79.27%
$58.3B
$2.74 Million 0.04% of portfolio
5,139
Q4 2024 Added 9.53%
$0
$1.8 Million 0.03% of portfolio
35,822
Q4 2024 Reduced 0.06%
$4.77B
$2.16 Million 0.03% of portfolio
41,210
Q4 2024 Reduced 44.21%
$145B
$1.79 Million 0.03% of portfolio
4,235
Q4 2024 Added 35.74%
$0
$2.3 Million 0.03% of portfolio
36,884
Q4 2024 Added 3.75%
$15.9B
$1.8 Million 0.03% of portfolio
14,625
Q4 2024 Added 11.28%
$0
$2.22 Million 0.03% of portfolio
19,358
Q4 2024 Reduced 1.85%
$53.1B
$1.81 Million 0.03% of portfolio
7,367
Q4 2024 Reduced 8.36%
$7.13B
$2.43 Million 0.03% of portfolio
41,892
Q4 2024 Added 3.4%
$0
$1.82 Million 0.03% of portfolio
18,112
Q4 2024 Reduced 48.57%
$112B
$2.21 Million 0.03% of portfolio
20,930
Q4 2024 Added 7.44%
$8.15B
$2.28 Million 0.03% of portfolio
15,835
Q4 2024 Reduced 5.37%
$0
$1.9 Million 0.03% of portfolio
94,439
Q4 2024 Added 3.62%
$0
$1.74 Million 0.03% of portfolio
6,577
Q4 2024 Added 11.38%
$31.6B
$2.18 Million 0.03% of portfolio
15,998
Q4 2024 Reduced 24.85%
$62.1B
$1.82 Million 0.03% of portfolio
42,031
Q4 2024 Reduced 1.97%
$0
$1.78 Million 0.03% of portfolio
22,683
Q4 2024 Added 2.78%
$12.4B
$2.15 Million 0.03% of portfolio
11,452
Q4 2024 Added 9.52%
$0
$1.74 Million 0.03% of portfolio
10,667
Q4 2024 Added 285.23%
$23.4B
$2.23 Million 0.03% of portfolio
11,968
Q4 2024 Reduced 10.83%
$0
$2.03 Million 0.03% of portfolio
56,299
Q4 2024 Added 2.57%
$2.21B
$1.95 Million 0.03% of portfolio
54,222
Q4 2024 Added 4.51%
$45.4B
$1.85 Million 0.03% of portfolio
929
Q4 2024 Reduced 7.75%
$18B
$2.22 Million 0.03% of portfolio
6,538
Q4 2024 Reduced 53.8%
$90.2B
$1.77 Million 0.03% of portfolio
20,723
Q4 2024 Reduced 48.69%
$102B
$2.04 Million 0.03% of portfolio
68,266
Q4 2024 Reduced 9.71%
$0
$1.84 Million 0.03% of portfolio
20,436
Q4 2024 Reduced 22.72%
$0
$2.07 Million 0.03% of portfolio
4,867
Q4 2024 Added 64.59%
$59.3B
$2.08 Million 0.03% of portfolio
8,866
Q4 2024 Reduced 0.36%
$48.9B
$2.2 Million 0.03% of portfolio
76,912
Q3 2024 New
$0
$2.17 Million 0.03% of portfolio
43,516
Q4 2024 Added 5.29%
$0
$2.04 Million 0.03% of portfolio
34,737
Q4 2024 Added 24.38%
$0
$2.06 Million 0.03% of portfolio
42,831
Q4 2024 Added 707.22%
$183B
$2.37 Million 0.03% of portfolio
19,624
Q4 2024 Added 44.68%
$73.1B
$2.11 Million 0.03% of portfolio
4,558
Q4 2024 Reduced 45.24%

Summary

  • Portfolio
  • No. of Stocks 871
  • Current Value $6.94 Billion
  • Prior Value $7.2 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 11, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 106 stocks
  • Additional Purchases 374 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 370 stocks
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